Helping Clients Since 1990
Spina Financial Services (SFS) is an independent financial services consulting firm dedicated to helping our clients reach their financial goals. Our commitment is solely to our client's interests. We strive to improve lifestyles, empower through education and build trust through excellent service.
SFS chose Woodbury Financial Services, Inc. as our broker/dealer and business partner due to their strength and stability offered through their abundant resources in products, research and technology. Through Woodbury, SFS utilizes hundreds of proprietary and non-proprietary investment products to fit the goals and objectives of each client. This is why the education of each client continues to be the cornerstone of our business.
SFS was founded on traditional values including integrity and work ethic. We work for you and look forward to earning your business every day.
Click here to download our trifold brochure.
Newsletters
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Going Public: How Are Direct Listings Different from IPOs?
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.